Catawba First Insurance Associates, Inc. 401(K) Plan — Form 5500 plan (Catawba First Insurance Associates, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Catawba First Insurance Associates, Inc. 401(K) Plan is a benefit plan reported by Catawba First Insurance Associates, Inc. under EIN 82-2353961 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $197,602 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Catawba First Insurance Associates, Inc.
- EIN
- 82-2353961
- Plan number
- 001
- Plan type
- 2
- Location
- Newton, NC
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $197,602
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20250429151050NAL0000629745001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $197,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $197,602
- Net assets (BOY)
- $156,434
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $41,168
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $41,168
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.